Ka-Boom

Ka-Boom

My Dad is a pilot, and a good one at that.  He started the learning process back in the late 80s, motivated to find a quicker way to get to our summer cabin in Northern Minnesota (in an effort to avoid the 4 hours of commercial connections from Lincoln – Minneapolis –...
An invitation to the Bunch Club

An invitation to the Bunch Club

“Bunching” has always been a tax strategy, often utilized to maximize one’s tax deduction.  Now with the passing of the Tax Cuts and Jobs Act in December 2017, including a near doubling of the standard deduction, the strategy of bunching is gaining steam.  Find out if...
Five ways we helped clients in April

Five ways we helped clients in April

Besides managing investments, we help our clients plan for and go through financial transitions.  There are pain points associated with these financial decisions, so we want to be there when our clients need help.  Here are five ways we added value to a client’s...
What we can learn from Doc McStuffins

What we can learn from Doc McStuffins

What is your favorite episode of Doc McStuffins?  Tough to narrow it down, I know.  Likely, it is either when Lenny the Fire Engine learns about proper hydration, or when Stuffy the Dragon is carted to the hospital in an ambulance.  Perhaps it’s when the crew learns...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.